- Information is constantly updating
- Statement of Accounts is changing
- Old Bills contain current information
- Are Bills appearing in real-time?
- Clio Manage
- To not affect previously generated Bills, create a copy of the Bill Theme, make the changes needed to the newly created Bill Theme and save it with a name that will differentiate the two from each other.
- Bill Themes are live. Therefore, the data is in real-time. Any changes made to a Bill Theme will reflect on all Bills, in all statuses where that particular Bill Theme is selected.